EFG Asset Management Americas Corp. Invests $386,000 in Bloom Energy Corporation $BE

EFG Asset Management Americas Corp. acquired a new stake in Bloom Energy Corporation (NYSE:BE) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 4,568 shares of the company’s stock, valued at approximately $386,000.

A number of other institutional investors have also made changes to their positions in BE. CWM LLC grew its position in Bloom Energy by 3.3% in the third quarter. CWM LLC now owns 5,111 shares of the company’s stock valued at $432,000 after purchasing an additional 162 shares in the last quarter. Seelaus Asset Management LLC lifted its position in Bloom Energy by 2.4% during the 3rd quarter. Seelaus Asset Management LLC now owns 11,420 shares of the company’s stock worth $966,000 after buying an additional 270 shares in the last quarter. Parkside Financial Bank & Trust lifted its position in Bloom Energy by 250.9% during the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after buying an additional 281 shares in the last quarter. Rothschild Investment LLC boosted its stake in shares of Bloom Energy by 74.4% during the 3rd quarter. Rothschild Investment LLC now owns 680 shares of the company’s stock worth $58,000 after buying an additional 290 shares during the last quarter. Finally, GAMMA Investing LLC boosted its stake in shares of Bloom Energy by 14.1% during the 3rd quarter. GAMMA Investing LLC now owns 2,708 shares of the company’s stock worth $229,000 after buying an additional 335 shares during the last quarter. Institutional investors own 77.04% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently issued reports on the company. Morgan Stanley lifted their target price on Bloom Energy to $184.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. UBS Group reissued a “buy” rating and set a $170.00 price target on shares of Bloom Energy in a research report on Friday, February 6th. Wall Street Zen downgraded Bloom Energy from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Jefferies Financial Group set a $102.00 price target on Bloom Energy in a research report on Tuesday, February 10th. Finally, Mizuho increased their price objective on Bloom Energy to $110.00 and gave the company a “neutral” rating in a report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $131.87.

Bloom Energy Trading Down 1.8%

Shares of NYSE:BE opened at $154.28 on Monday. Bloom Energy Corporation has a 52-week low of $15.15 and a 52-week high of $180.90. The company has a market capitalization of $43.28 billion, a P/E ratio of -406.01, a price-to-earnings-growth ratio of 6.31 and a beta of 3.11. The company has a 50-day simple moving average of $147.81 and a 200 day simple moving average of $113.32. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. The business had revenue of $777.68 million during the quarter, compared to analysts’ expectations of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.Bloom Energy’s quarterly revenue was up 35.9% on a year-over-year basis. During the same quarter last year, the company posted $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Sell-side analysts forecast that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Trending Headlines about Bloom Energy

Here are the key news stories impacting Bloom Energy this week:

• Positive Sentiment: Surging AI data-center demand + Brookfield backing: Reports say Bloom has a multi-year $5B financing deal with Brookfield to expand manufacturing from ~1GW to 2GW and is sitting on a large AI-driven backlog (~$20B reported), which supports revenue visibility and capacity expansion. AI-Fueled Power Demand and Brookfield Backing Might Change The Case For Investing In Bloom Energy (BE)
• Positive Sentiment: Macro tailwind from data-center power constraints: Coverage of the “gigawatt bottleneck” for AI data centers highlights on-site and high-density power needs that play to Bloom’s solid-oxide fuel cell on-site generation pitch. That dynamic supports long-term demand. The Gigawatt Bottleneck: Power Constraints Define AI Data Center Growth
• Positive Sentiment: Bullish investor writeups: Multiple bullish pieces and Substack analyses (OppCost, InsiderMonkey summaries) are circulating, reinforcing a growth narrative that some investors are buying into. Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
• Neutral Sentiment: Zacks / investment-ideas mention: Bloom is included in a Zacks investment-ideas roundup alongside other tech names — visibility but not a direct catalyst. Zacks Investment Ideas feature highlights SanDisk, Micron, Bloom Energy, Vertiv and Lumentum
• Neutral Sentiment: Headline: stock move recap — short-term price snapshot and volume context reported without new company-specific news. Bloom Energy (BE) Stock Moves -1.28%: What You Should Know
• Neutral Sentiment: Profile / background pieces (founder KR Sridhar, sector comparisons) increase investor familiarity but are not immediate catalysts. KR Sridhar: Clean Energy Visionary, Bloom Energy Founder and CEO
• Negative Sentiment: Valuation and profit-taking concerns: Commentary questions whether BE’s recent rally has priced in too much optimism given thin profitability and a high forward multiple, which can pressure the stock after big gains. Is Bloom Energy (BE) Pricing In Too Much Optimism After Huge Year To Date Rally?
• Negative Sentiment: Competitive threat: FuelCell Energy and other fuel-cell players are targeting AI data centers with alternate DC fuel-cell solutions and carbon-capture combos — increased competition could pressure margins or bid dynamics. FCEL Targets AI Data Centers With DC Power and Carbon Capture

Insider Activity at Bloom Energy

In other Bloom Energy news, insider Shawn Marie Soderberg sold 25,244 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $177.93, for a total transaction of $4,491,664.92. Following the completion of the sale, the insider owned 227,048 shares of the company’s stock, valued at $40,398,650.64. This trade represents a 10.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Satish Chitoori sold 1,521 shares of Bloom Energy stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $139.37, for a total transaction of $211,981.77. Following the transaction, the insider directly owned 230,017 shares of the company’s stock, valued at approximately $32,057,469.29. This trade represents a 0.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 268,788 shares of company stock worth $45,575,889 in the last three months. 3.50% of the stock is owned by company insiders.

Bloom Energy Profile

Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime.

Founded in 2001 by Dr.